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CIK: 0001427351
Total reported value
$465.9M
$465.9M
237 檔
16.5%
According to the latest 13F quarterly dataset, Meridian Investment Counsel Inc. managed an equity portfolio of $465.9M at the end of Q1 2026, spanning 237 distinct U.S. exchange-listed positions.
Meridian Investment Counsel Inc. executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 12 holdings and trimming 64 positions.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.81% | +1.41% | -1.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.28% | +0.06% | +0.15% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 2.56% | -0.65% | -0.88% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.26% | +0.40% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 2.15% | -0.44% | -0.56% | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.76% | -0.22% | +2.20% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.59% | -0.49% | — | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.57% | -0.29% | -1.35% | |
| 9 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.41% | -0.04% | — | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.02% | -0.83% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.12% | -1.24% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.32% | +0.12% | +2.81% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.28% | — | — | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.26% | -0.02% | -0.18% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.22% | — | +0.84% | |
| 16 | COF | Capital One Financial CORP | Stock-Financials | 1.09% | +0.08% | +66.18% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.29% | -7.82% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.07% | -0.22% | +0.09% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-Other | 1.04% | — | +2.43% | |
| 20 | CGXU | Cap Group Intl Focus | ETF-Other | 1.01% | +0.05% | +0.87% | |
| 21 | FDX | Fedex CORP | Stock-Industrials | 1.00% | -0.21% | -0.42% | |
| 22 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.00% | +0.24% | -0.84% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.98% | -0.24% | -0.24% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | +0.43% | +0.37% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.03% | -0.82% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | +0.02% | +0.32% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.09% | — | |
| 28 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.84% | -0.09% | -0.19% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.83% | +0.02% | -0.34% | |
| 30 | Q | Qnity Electronics Inc | Stock-Tech | 0.83% | +0.33% | +43.25% | |
| 31 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.82% | -0.06% | -0.72% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.80% | -0.09% | -0.05% | |
| 33 | MET | Metlife Inc | Stock-Financials | 0.79% | — | -5.52% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.78% | -0.14% | -0.72% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.76% | -0.20% | -0.63% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | -0.08% | -2.56% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | +0.15% | -13.63% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.71% | +1.33% | +82.35% | |
| 39 | B | Barrick Mining CORP | Stock-Materials | 0.71% | -0.14% | +7.95% | |
| 40 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.70% | -0.04% | -0.13% | |
| 41 | XLB | Ss Materials Select Sector | ETF-Other | 0.70% | -0.09% | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | -0.36% | — | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.68% | +0.07% | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.66% | — | +7.14% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.65% | +0.14% | -0.38% | |
| 46 | GE | General Electric | Stock-Industrials | 0.64% | +0.12% | -0.52% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.64% | -0.02% | +0.27% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.21% | +32.64% | |
| 49 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.63% | +0.10% | +4.95% | |
| 50 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.62% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.5% | -0.56% | Trim |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -1.32% | Trim |
| 3 | Q | Qnity Electronics Inc | +0.4% | +43.25% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | +82.35% | Add |
| 5 | XES | Ss Spdr S&p Og Eqp & Serv | +0.2% | +16.87% | Add |
| 6 | COF | Capital One Financial CORP | +0.2% | +66.18% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | -1.24% | Trim |
| 8 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +37.24% | Add |
| 9 | FDX | Fedex CORP | +0.2% | -0.42% | Trim |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +32.64% | Add |
| 11 | IAU | Ishares Gold Trust | +0.2% | -0.88% | Trim |
| 12 | GEV | GE Vernova Inc | +0.2% | -0.38% | Trim |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +2.20% | Add |
| 14 | WMT | Walmart Inc | +0.1% | -1.35% | Trim |
| 15 | BP | Bp Plc-spons Adr | +0.1% | -1.95% | Trim |
| 16 | KMI | Kinder Morgan, Inc. | +0.1% | -0.72% | Trim |
| 17 | IBRX | Immunitybio Inc | +0.1% | — | Unchanged |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +0.09% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -4.42% | Trim |
| 20 | XLE | Ss Energy Select Sector | +0.1% | -0.34% | Trim |
| 21 | LHX | L3harris Technologies Inc | +0.1% | -0.63% | Trim |
| 22 | LIN | Linde plc | +0.1% | +8.01% | Add |
| 23 | ARCB | Arcbest CORP | +0.1% | — | Unchanged |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +17.80% | Add |
| 25 | VXUS | Vanguard Total Intl Stock | +0.1% | +15.15% | Add |
| 26 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | — | Unchanged |
| 27 | HON | Honeywell International Inc | +0.1% | +0.60% | Add |
| 28 | MSIF | Msc Income Fund Inc | +0.1% | +150.46% | Add |
| 29 | VZ | Verizon Communications Inc | +0.1% | -4.59% | Trim |
| 30 | XLI | Ss Industrial Select Sector | +0.1% | +2.43% | Add |
| 31 | XLB | Ss Materials Select Sector | +0.1% | — | Unchanged |
| 32 | OXY | Occidental Petroleum CORP | +0.1% | -7.68% | Trim |
| 33 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 34 | SLRC | Slr Investment CORP | +0.1% | +52.35% | Add |
| 35 | CVE | Cenovus Energy Inc | +0.1% | — | Unchanged |
| 36 | AEP | American Electric Power | +0.1% | -0.44% | Trim |
| 37 | SCHF | Schwab Intl Equity ETF | +0.1% | +7.14% | Add |
| 38 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 39 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 40 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 41 | CP | Canadian Pacific Kansas City | 0% | -0.13% | Trim |
| 42 | DOC | Healthpeak Properties Inc | 0% | +4.95% | Add |
| 43 | COP | Conocophillips | 0% | — | Unchanged |
| 44 | T | At&t Inc | 0% | — | Unchanged |
| 45 | CTRA | Coterra Energy Inc | 0% | — | Unchanged |
| 46 | IWM | Ishares Russell 2000 ETF | 0% | +2.81% | Add |
| 47 | MCK | Mckesson CORP | 0% | -0.05% | Trim |
| 48 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 49 | GDX | Vaneck Gold Miners ETF | 0% | +7.74% | Add |
| 50 | COST | Costco Wholesale CORP | 0% | +2.24% | Add |
According to official SEC Form 13F filings, Meridian Investment Counsel Inc. reported a total U.S. public equity portfolio value of $465.9M across 237 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSM, AAPL, IAU) accounted for 16.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
CRWD
市值: $2.3M
Top Position Liquidated / Trimmed
TGNA
前期市值: $875.7K
During Q1 2026, Meridian Investment Counsel Inc.'s top holdings by market value included TSM (6.8%)、AAPL (4.3%)、IAU (2.6%). The largest single position, TSM, represented 6.8% of total portfolio value.
In Q1 2026, Meridian Investment Counsel Inc. made 136 total portfolio adjustments, initiating 10 new buys, adding to 50 positions, trimming 64 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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